JMPWA

JP Morgan Private Wealth Advisors Portfolio holdings

AUM $35B
1-Year Est. Return 24.25%
This Quarter Est. Return
1 Year Est. Return
+24.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$47.1B
AUM Growth
+$2.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,030
New
Increased
Reduced
Closed

Top Buys

1
+$181M
2
+$59.7M
3
+$59.1M
4
V icon
Visa
V
+$56.4M
5
NVDA icon
NVIDIA
NVDA
+$53.4M

Top Sells

1
+$293M
2
+$207M
3
+$177M
4
ANET icon
Arista Networks
ANET
+$169M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$108M

Sector Composition

1 Technology 20.85%
2 Healthcare 8.89%
3 Financials 7.73%
4 Consumer Discretionary 6.41%
5 Industrials 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$906K ﹤0.01%
26,797
+622
1202
$906K ﹤0.01%
190,312
+84,437
1203
$903K ﹤0.01%
35,417
-525
1204
$902K ﹤0.01%
9,048
+1,638
1205
$900K ﹤0.01%
12,989
-237
1206
$899K ﹤0.01%
17,265
-2,917
1207
$897K ﹤0.01%
25,684
+335
1208
$897K ﹤0.01%
8,105
+264
1209
$894K ﹤0.01%
21,918
+6,033
1210
$894K ﹤0.01%
9,157
+4,217
1211
$891K ﹤0.01%
33,078
+928
1212
$891K ﹤0.01%
28,393
+8,095
1213
$890K ﹤0.01%
11,058
-739
1214
$888K ﹤0.01%
+83,310
1215
$887K ﹤0.01%
6,795
-140
1216
$885K ﹤0.01%
9,753
-169
1217
$883K ﹤0.01%
47,801
-4,830
1218
$883K ﹤0.01%
23,002
+6
1219
$881K ﹤0.01%
+36,420
1220
$880K ﹤0.01%
23,455
-212
1221
$878K ﹤0.01%
3,838
+984
1222
$877K ﹤0.01%
9,400
+160
1223
$877K ﹤0.01%
47,907
-1,464
1224
$876K ﹤0.01%
11,696
+251
1225
$876K ﹤0.01%
18,615
+397
47 48
49
50 51